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Performance analysis of Veritex (VBTX)

Annual Return

Over the past 3 years, VBTX has had an average annual return of +20.21%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, VBTX has had an average annual return of -0.64%, underperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, VBTX has had an average annual return of +9.44%, underperforming the benchmark SPY, which returned +15.45% annual.

Since Oct 9, 2014, VBTX has had an average annual return of +8.78%, underperforming the benchmark SPY, which returned +14.31% annual.

202620252024202320222021202020192018201720162015
+0%+14.85%+20.94%-13.72%-27.72%+58.47%-8.80%+38.97%-22.51%+3.30%+64.78%+14.39%
2014
+1.58%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0%+0%+0%+0%+0%+0%
2025-1.33%-0.98%-5.20%-6.77%+4.91%+7.85%+21.53%+9.07%-1.75%-9.75%+14.85%
2024-9.71%-5.62%+4.38%-4.93%+5.73%+3.38%+18.87%+1.40%+4.48%+2.59%+13.39%-10.69%+20.94%
2023+0.25%-4.62%-31.51%-5.75%+1.65%+3.82%+19.97%-11.74%-4.57%-4.06%+12.40%+21.58%-13.72%
2022+0.93%+1.70%-6.05%-13.94%+5.55%-15.09%+5.74%-2.09%-11.69%+18.77%+4.08%-14.02%-27.72%
2021-0.39%+14.50%+12.52%+3.24%+4.50%+0.80%-5.25%+7.75%+9.54%+4.04%-2.77%+0.38%+58.47%
2020-2.78%-14.51%-41.96%+25.70%+0.84%+1.03%-5.54%+8.57%-5.28%+15.86%+10.89%+18.30%-8.80%
2019+23.76%+6.35%-13.53%+9.45%-3.61%+2.04%-1.38%-7.28%+2.82%+1.46%+6.17%+12%+38.97%
2018+3.33%-2.63%-0.33%+3.80%+7.03%+1.07%-0.80%-0.65%-7.71%-16.63%+9.04%-16.78%-22.51%
2017+1.69%+5.49%-1.85%-4.20%-3.49%+1.27%+1.21%-0.90%+2.08%-2.22%+5.54%-0.83%+3.30%

Drawdown analysis of Veritex (VBTX)

The maximum drawdown for the VBTX was -66.38%, occurring on Mar 18, 2020. Recovery took 244 trading sessions.

The current VBTX drawdown is -21.04%.

Since Oct 9, 2014 VBTX has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 4 times
  • 10% or more: 7 times
DepthStartTo BottomBottomTo RecoverEndTotal
-66.38%Jul 9, 2018426Mar 18, 2020244Mar 8, 2021670
-64.14%Nov 10, 2021376May 11, 2023OngoingOngoingOngoing
-27.43%Nov 10, 201571Feb 24, 2016158Oct 7, 2016229
-21.77%Nov 24, 201418Dec 19, 2014134Jul 6, 2015152
-17.20%Feb 3, 2017149Sep 7, 2017132Mar 19, 2018281
-17.08%Jun 25, 202115Jul 19, 202147Sep 23, 202162
-11.30%Jul 7, 201552Sep 18, 201529Oct 29, 201581
-8.33%Oct 10, 20144Oct 16, 201415Nov 6, 201419
-7.68%Mar 19, 20189Apr 2, 201816Apr 24, 201825
-6.28%Mar 19, 20213Mar 24, 202110Apr 8, 202113
-6.21%May 7, 20213May 12, 20217May 21, 202110
-6.02%Jun 16, 20212Jun 18, 20215Jun 25, 20217
-5.62%Dec 9, 20163Dec 14, 20161Dec 15, 20164
-5.37%Jan 25, 20173Jan 30, 20174Feb 3, 20177
-5.32%Oct 25, 20212Oct 27, 20212Oct 29, 20214
-5.25%Jun 19, 20186Jun 27, 20187Jul 9, 201813
-4.89%May 21, 20212May 25, 20218Jun 7, 202110
-4.83%Dec 22, 20169Jan 6, 201711Jan 24, 201720
-4.32%Apr 9, 20217Apr 20, 20219May 3, 202116
-3.79%Nov 18, 20167Nov 30, 20164Dec 6, 201611
-3.59%Oct 27, 20164Nov 2, 20162Nov 4, 20166
-3.33%Apr 24, 20187May 3, 20189May 16, 201816
-3.18%Nov 7, 20141Nov 10, 20146Nov 18, 20147
-3.11%Nov 20, 20141Nov 21, 20141Nov 24, 20142
-3.05%Oct 29, 20153Nov 3, 20155Nov 10, 20158